Daniel Hartley
Daniel Hartley writes about the fundamentals of portfolio tracking at PortfolioTrackr: profit and loss, position sizing, and turning a messy multi-broker setup into one clear picture for everyday investors.
Articles by Daniel, page 7 of 7
UniCredit and Commerzbank: What a Merger Means for Shareholders
What happens to your shares if UniCredit takes over Commerzbank, and how to set an alert to watch both positions during the corporate action.
AI Capex Only Pays Off With Cloud: Microsoft, Amazon, Alphabet
Why Wall Street now rewards AI spending tied to cloud revenue, and how the capex of Microsoft, Amazon and Alphabet actually compares.
Dhoot Transmission IPO: How to Track It Before Listing Day
Log your IPO allocation before it trades, then add the stock to your watchlist and set price alerts once it lists to measure day-one performance.
Datroway's EU Approval: What It Means for AZN and Daiichi
A July 31 EU label win for Datroway moved two pharma names. Here's how to track exposure across AstraZeneca, Daiichi Sankyo and drug-approval catalysts.
Sharesight Alternative: When to Switch, and When Not To
Sharesight is built for tax time and it is very good at it. Where it stops is holdings caps, email only alerts and a read only app. An honest comparison.
Multi-Currency Portfolio Tracking: The 2026 FX Guide
Track stocks in USD, AED, GBP, and EUR the right way. Learn how FX conversion distorts your real P&L and why most portfolio trackers get it wrong.
Why Beating Earnings Doesn't Always Move a Stock
Humana beat estimates while Cognizant slid on the same day. Learn why earnings reactions differ and how to track them across your holdings.
How Acquisitions Affect Your Stock Holdings and Portfolio
See what M&A means for your positions, how to update holdings in PortfolioTrackr after a deal, and how to set price alerts on takeover targets.
Yahoo Finance Alternative: An Honest 2026 Comparison
Yahoo Finance links brokers in the US only, gives each portfolio one currency and documents no tax report. What that costs you, and when to switch.
Track Central Bank Signals to Understand Your Portfolio's Rate Risk
See how ECB and Fed rate decisions affect your holdings, score them for interest rate sensitivity, and set alerts before volatility spikes.
Spot Deepfake Market Alerts and Verify Breaking News
Spot AI-generated fake news that can move your portfolio, and set alert levels in advance so a headline spike is checked against your plan first.
AI Tax Reporting: Reduce Accountant Reliance
See how AI tax tools with smart imports and capital gains calculations let you handle portfolio reporting independently and reduce outside reliance.
Track Energy Stocks & Bond Yields During Oil Price Surges
Monitor energy stock exposure and interest-rate sensitivity as oil climbs. Learn sector alerts and rebalancing strategies for commodity volatility.
DeepSeek AI and Chip Fragmentation: Portfolio Impact
Explore how DeepSeek's AI model reshapes semiconductor geopolitics. Learn to evaluate Taiwan, SK Hynix, and SMIC holdings amid China's tech autonomy push.
Japanese Inflation Impact on Asia-Pacific Portfolios
See how Bank of Japan policies affect dividend yields, Nikkei exposure, and EM currencies, and how price alerts help you follow Japanese holdings.
Track Stablecoin Yields and Reserve Returns
Learn how to monitor stablecoin holdings, track USDC/USDT yields, and integrate money market fund returns into your portfolio performance metrics.
Metaplanet Stock 2026: Track Bitcoin Holders in Your Portfolio
See how to follow Metaplanet and other bitcoin-holder companies in PortfolioTrackr, gauge BTC allocation risk, and read the numbers behind each position.
Chip Stock Volatility: Using Alerts to Monitor Sector Concentration
Semiconductor stocks tanking? Learn how price alerts help you track chip exposure across US, Taiwan, and UAE exchanges to rebalance before losses.
Track Pharma M&A Targets: Monitor Insider Selling Signals
Learn to identify pharma acquisition targets using Form 144 filings and insider selling alerts. Protect your portfolio from consolidation risk in 2026.
SK Hynix IPO Guide for Retail Investors
Learn how to track SK Hynix IPO in your portfolio, set price alerts at the levels you choose, and manage semiconductor sector concentration risk.
Bitcoin Rebounds as AI Momentum Fades: What the Shift Means
See why semiconductor losses are feeding a rotation into crypto, and what Bitcoin's rebound against mega-cap tech means for tech-heavy portfolios.
Bitcoin and Support Levels: How Alerts Can Warn You Before a Break
Support levels break fast and often overnight. See how to pick a meaningful level and get alerted on WhatsApp or Telegram within a minute of a break.
Tech Stocks 2026: The Winners, the Losers, and Your Risk
The mega caps have pulled apart in 2026. Which still earn their multiple, which do not, and how much of your portfolio now rides on five names.
PortfolioTrackr Now Live on Apple & Google App Stores
PortfolioTrackr is now available on Apple App Store and Google Play. Track stocks and crypto on markets worldwide from your mobile device.
TTWO Stock Before GTA 6: The Numbers, Not the Hype
GTA 6 is already partly priced into TTWO. What the valuation assumes, what a delay would cost, and the level worth watching before you buy.
Fed Rate Decision Week: Monitor Markets in Real-Time
Set live alerts for Fed rate decisions, bond yields, and sector rotation across financials, tech, and semiconductors, and follow inflation expectations.
US Inflation at 4.2%: Track Real Returns, Not Just Nominal Gains
With 4.2% inflation, see how to adjust returns, measure real dividend purchasing power, and gauge asset allocation beyond nominal gains.
Track SpaceX IPO Gains: Pre-IPO Windfalls & Tax Guide
Learn how to model founder stakes, option exercises, and tax implications when mega-cap IPOs hit your portfolio. Track unrealized gains effectively.
Zcash Vulnerability: Track ZEC Losses and Tax Impact
Learn how to identify ZEC exposure, calculate losses from the Zcash counterfeiting vulnerability, and document the impact for tax reporting.
Track RWA Tokenization in Your Portfolio
See how to track real-world asset tokenization in your portfolio, why Philippine SEC approval matters, and how modern trackers handle blockchain RWAs.
SpaceX IPO: Track Portfolio Impact When It Joins S&P 500
See how a SpaceX IPO could shift your portfolio and 401(k) allocation, plus how to set watchlist alerts with PortfolioTrackr's real-time tracking.
Track IPO Allocations & Pre-IPO Positions Easily
See how to log provisional shares, keep IPO dates in a note, and monitor pre-public investments alongside your IPO allocations in one portfolio.
Best Portfolio Tracker 2026: Real Data Comparison of 6 Tools
Compare 6 portfolio trackers on pricing, exchange support, alerts, refresh rates and mobile apps, with honest limitations from real data.
Earn 50% Commission with the PortfolioTrackr Affiliate Program (2026)
Join the PortfolioTrackr affiliate program and earn 50% recurring commission on every referral. No cap, no minimum term. Paid monthly worldwide.
How to Monetise a Finance Blog or YouTube Channel with Affiliate Programs (2026)
A practical guide to earning passive income from a finance blog, newsletter or YouTube channel using affiliate programs.
How to Use the Watchlist: Track Stocks Before You Buy (2026)
Set up PortfolioTrackr's watchlist to follow stocks, crypto, and ETFs you have not bought, with price target and stop-loss alerts, no portfolio needed.
How to Generate a Capital Gains Tax Report for Your Stock Portfolio (2026)
PortfolioTrackr calculates your realised gains and losses by tax year and per trade, using FIFO for the US and splitting short-term from long-term.
Compare Your Portfolio Against S&P 500, NASDAQ & Gold
PortfolioTrackr overlays S&P 500, NASDAQ-100, and Gold onto your P&L chart, so you can see how your portfolio stacks up against the market.
PortfolioTrackr 2026 Update: Multiple Portfolios, AI Import & Portfolio Sharing
PortfolioTrackr just launched multiple portfolio isolation, AI trade import from screenshots, combined portfolio view, and read-only portfolio sharing.
How to Manage Multiple Investment Portfolios in One Place (2026)
Manage separate ISA, trading, crypto and UAE stock portfolios in one place, each with its own isolated P&L, dividends and trade history.
How to Share Your Investment Portfolio Online: Read-Only Link (2026)
Share your live stock portfolio with a secure read-only link that needs no account to view and can be revoked any time. Here is how it works.
See All Your Portfolios in One View: Combined P&L and Allocation (2026)
See how PortfolioTrackr combines every portfolio into one view, with aggregate P&L, total allocation on Pro and Lifetime, dividends and trade log.
Best Portfolio Tracker for Investors with Multiple Accounts in 2026
We compared top portfolio trackers on multi-portfolio support, isolation, combined views, and pricing, so you know which tools work for multiple accounts.
Realized vs Unrealized P&L Explained: And How to Track Both (2026)
Realized P&L comes from closed positions while unrealized P&L reflects open ones. See why both matter and how to track gains across your portfolio.
Portfolio Tracker AI Features: What AI Can Do for Investors in 2026
See what AI-powered portfolio tracking offers in 2026, from screenshot trade import to status against your own targets, and how investors can use it.
Best Portfolio Tracker with WhatsApp Alerts 2026
Looking for a portfolio tracker that sends WhatsApp alerts when your stocks hit target prices? Here's one built for it in 2026.
How to Set Up Telegram Price Alerts for Stocks and Crypto
Set a price and get a Telegram message within a minute of it being hit. Works for stocks, bitcoin and commodities, with no bot to build.
What is P&L in Investing and How to Track It
P&L stands for Profit and Loss. See what it means, how it is calculated, and how to track it across your whole portfolio as prices update.
Portfolio Tracker with No App Download Required 2026
PortfolioTrackr runs entirely in your browser on any device, no app download needed, with native apps also available on Google Play and the App Store.
How to Track Your Stock Portfolio in 2026
A step-by-step guide to tracking your stock portfolio in real time, live P&L, position sizing and performance across stocks, crypto and commodities.
Best Portfolio Tracker App 2026: Honest Comparison & Verdict
Choosing a portfolio tracker app in 2026? We compared 4, PortfolioTrackr, Sharesight, Stock Events, Delta, on real-time data, exchanges, pricing.
How to Set Stock Price Alerts via WhatsApp, Telegram & Email
Set stock price alerts via WhatsApp, Telegram, email, SMS and push notifications, so you always know when a target price is reached.
Portfolio Tracker vs Spreadsheet: Which Is Better in 2026?
Spreadsheets are free and flexible, but are they actually better than a dedicated portfolio tracker for managing investments in 2026? An honest comparison.